Is your retirement plan on track?

A Message from Orange County’s Retirement and Investment Services

A key element of any retirement plan is taking the time to periodically review your finances. Although current income is the main concern of most retirees, the probability of an extended retirement period often makes it essential for retirees to continue to invest for a greater return. It is important to periodically check that your asset allocation still suits your current objectives, time horizon and risk tolerance, and make any necessary adjustments. How you ultimately allocate your portfolio depends on your personal circumstances.

It’s never too early to consider a no-cost, no-obligation review of your retirement situation by contacting the Orange County’s Retirement and Investment Services Team to schedule an appointment, call (714) 885-7591.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.